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Sponsor portfolio

NEW SOUTH ASSOCIATES, INC.

EIN 58-1810664-environmental services-Latest filing 2024
Plans
3
Retirement
1
$6.5M assets
Welfare
2
$1.2M premiums
Participants
464
6150 EAST PONCE DE LEON AVENUE - STONE MOUNTAIN, GA 30083770-498-4155newsouthassoc.comLinkedIn51-200 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$6.5M - 204 part#501Fully Insured-$1.1M - 158 lives#502Fully Insured-$50K - 131 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Vision$1.1M
  • Short-term disability$50K
  • Long-term disability$50K
  • Life$7K
  • Other$7K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • STANDARD INSURANCE COMPANY1%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STERLING SEACREST PRITCHARD, INC.100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEW SOUTH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$6.5M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW SOUTH ASSOCIATES

Fully Insured - BLUECROSS BLUESHIELD HEALTHCARE PLAN OF GEORGIA

Premiums$1.1M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NEW SOUTH ASSOCIATES- LTD & STD

Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY U.S.

Premiums$50K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW SOUTH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$6.5M2042024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW SOUTH ASSOCIATESFully InsuredBLUECROSS BLUESHIELD HEALTHCARE PLAN OF GEORGIA$1.1M1582024
502NEW SOUTH ASSOCIATES- LTD & STDFully InsuredSUN LIFE AND HEALTH INSURANCE COMPANY U.S.$50K1312024
Retirement plans
Welfare plans
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